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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,231 | $87,059+161.0% | $105,608+115.2% | $80,925+180.8% |
| Participation rate | 77.1% | 70.4%+6.7pp | 75.3%+1.8pp | 67.7%+9.5pp |
| Annual return | 13.10% | 17.05%-4.0pp | 116.50%-103.4pp | 35.65%-22.6pp |
| Employer contribution / active EE | $3,460 | $2,396+44.4% | $3,167+9.2% | $2,756+25.5% |
| Participant deferral / active EE | $9,124 | $3,986+128.9% | $5,010+82.1% | $4,299+112.3% |
| Admin fee / account holder | $47,285 | $8,443+460.1% | $11,028+328.8% | $6,940+581.3% |